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Accountant blogging doesn’t bring new clients but is useful for other reasons. We often read that business blogs are supposed to help with business marketing. They can build brand identity, familiarity, goodwill, and confidence. My marketing adviser calls this the “know, like, trust factor”. But read more and you’ll learn that technical advice blogs provided […]

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This is a first draft: it is not complete. The purpose is to collect information necessary to create a marketing calendar. I suppose that many of us in business are doing some strategic marketing work this month. For me that means working with adviser Sebastian Meine to make up a marketing calendar. The idea is […]

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My business was boosted incredibly by online support groups for decades. In fact, I can easily say that my past businesses like Medsave (sold in 2008) and OnlineAdviser / OnlineNavigator (no longer active), would not have been successful on building to tens of thousands of users in the 1990s and early 2000s without this online peer […]

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I’ve received and blocked so many unwanted robo calls from TripAdvisor and others recently that it seems unrealistic that they could possibly be calling from so many different numbers. I’ve likely blocked close to 50 numbers based on calls in the past two months; almost one per day. I decided that beginning today I will […]

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This blog post was written after a week where I felt that responses to my warm emails (people I know or at least am a ‘contact’) and online messages. The tips are compiled from multiple sources. Use numbers. Keep it short. Use bullet points Use the word “because” Speak to value Make a clear ask Offer […]

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This will be my second year using LinkedIn ProFinder service to match me with online tax service clients. The service was only marginally successful last year (the cost of providing the service was approximately equal to the fee received) last season but I decided to participate again because I found one new client who I […]

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This year I am offering $50 referral fee to existing clients for new small business clients including ‘gig workers’ who are required to file a Schedule C. A $50 discount is also given to the referred new client. For individual tax clients, the deal is the same except the reward if $25 for the referer and […]

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